MLL
XL

Moody Lynn & Lieberson’s XL Group Ltd. XL Stock Holding History

Moody Lynn & Lieberson’s Portfolio XL Stock Details XL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-10,180
Closed -$399K – 201
2015
Q4 		$399K Buy
10,180
+200
+2% +$7.59K 0.06% 138
2015
Q3 		$362K Buy
+9,980
New +$378K 0.07% 136

Other funds holding XL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Moody Lynn & Lieberson's XL Position: Q1 2016 in Review

Moody Lynn & Lieberson sold out of XL Group Ltd. (XL) in Q1 2016, closing a stake of 10,180 shares — an estimated $399K sold.

Moody Lynn & Lieberson first reported a position in XL in Q3 2015 and held it in 2 quarters. The position peaked at $399K in Q4 2015. 337 funds tracked by Wall St. Rank hold XL as of Q1 2016.

  • Moody Lynn & Lieberson reported no remaining XL Group Ltd. position as of Q1 2016 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 10,180 XL Group Ltd. shares in Q1 2016, an estimated $399K.
  • Moody Lynn & Lieberson first reported a position in XL Group Ltd. in Q3 2015 and held it in 2 quarters.
  • Moody Lynn & Lieberson's XL Group Ltd. position peaked at $399K in Q4 2015.
  • 337 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2016.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2016, filed 2 May 2016.